Commercial Loan Documentation Manager

Job Summary Overview

The Commercial Loan Documentation Manager provides day-to-day operational management and technical leadership for the commercial loan documentation function. The role oversees the preparation, review, and quality control of complex and nonstandard commercial and business loan documentation, ensuring alignment with approved credit structures, internal policies, legal guidance, due diligence requirements, and applicable regulatory standards. This position manages documentation workflow, team performance, service-level expectations, documentation quality, and risk-related escalations while supporting accurate, compliant, and timely loan closings. The role is responsible for employee development, documentation procedures and governance, technical training standards, and operational improvements within the documentation function. As a working manager, the position maintains direct involvement in complex documentation and transaction review to support technical escalations, quality assurance, and pipeline capacity.

Essential Job Functions

• Provides day-to-day operational management and technical leadership for the commercial loan documentation team.
• Establishes and maintains commercial loan documentation standards, technical guidance, controls, and governance to support consistent application across complex and nonstandard transactions.
• Oversees the preparation, review, and validation of complex and nonstandard commercial and business loan documents in LaserPro and/or Conductor (LawyerPro), ensuring alignment with approved credit structures, internal policies, legal guidance, due diligence requirements, and applicable regulatory standards.
• Provides final documentation quality control review and approval of draft loan documents, including loan agreements, promissory notes, guaranties, security agreements, entity resolutions, and related instruments.
• Serves as the senior operational decision-maker for commercial loan documentation matters within assigned authority levels, including issues involving entity authority, collateral documentation, lien perfection, covenants, guaranties, and nonstandard legal provisions.
• Manages documentation workflow, pipeline assignments, workload distribution, and team capacity to support service-level commitments while maintaining documentation quality and compliance.
• Serves as the primary escalation point for documentation issues, nonstandard credit requirements, entity authority concerns, collateral documentation, lien perfection matters, and documentation execution challenges.
• Exercises sound judgment in evaluating documentation risk, determining appropriate escalation paths, and coordinating resolution with leadership, Credit, Commercial Quality Control, Processing and Closing, Servicing, and other internal partners.
• Serves as the primary point of contact for outside counsel on documentation matters, including opening legal matters, facilitating conflict checks, coordinating supporting information, reviewing attorney-prepared documentation, and tracking legal-review activity through resolution.
• Oversees governance of approved nonstandard language, documentation exceptions, attorney-prepared transactions, document-retention practices, and related controls to support consistency, risk management, and audit readiness.
• Identifies documentation risks, legal-review trends, recurring exceptions, and quality concerns and provides recommendations to department leadership regarding controls, procedures, training, and risk mitigation.
• Monitors documentation team performance, quality trends, rework, service-level results, and scorecard expectations, addressing gaps through coaching, performance management, training, and process refinement.
• Provides employee-related management responsibilities, including performance management, employee development, onboarding, cross-training, technical competency development, and succession support for the documentation team.
• Establishes standardized technical training and competency expectations for the commercial loan documentation function.
• Leads the development, maintenance, and implementation of documentation procedures, workflows, job aids, training materials, and quality standards.
• Supports documentation system strategy, template governance, and operational initiatives involving LaserPro, Conductor (LawyerPro), and related documentation workflows.
• Identifies documentation workflow trends, evaluates root causes, recommends solutions, and leads implementation of operational improvements within the documentation function.
• Partners with department leadership on staffing, workload planning, prioritization, risk identification, and business-continuity needs specific to the documentation function.
• Maintains current knowledge of commercial lending documentation requirements, systems, policies, and regulatory expectations and applies that knowledge to team leadership and transaction execution.
• Maintains direct involvement in complex documentation and transaction review to support technical escalation, quality assurance, and documentation pipeline capacity.
• Accountable for meeting individual performance expectations and scorecard metrics associated with the role.
• Promotes a high-quality internal and external experience aligned with the Credit Union’s values.
• Performs other job-related duties as assigned.